Islander Capital Partners, L.P.
Position in AFRM — Affirm Holdings, Inc.
CIK 2081714
SAN FRANCISCO, CA
Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,147,860
+$17,030,460 QoQ
Shares Held
529,097
-7.2% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
15.65%
of 13F equity value
Holder Rank
#60
of 654 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Mar 31, 2026CallValue
$36,417,736
CallShares
794,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Islander Capital Partners, L.P. holds $43,147,860 across 1 Credit Services name. AFRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
This page
|
529,097 | $43,147,860 |
All Filings in AFRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,147,860 | 529,097 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,417,736 | 794,800 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $26,117,400 | 570,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,290,602 | 326,355 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||